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Great Document System
What do you like best about the product?
how you can e-sign documents and send them throughout your company
What do you dislike about the product?
There is nothing so far that I dislike about the platform. This system is very user friendly and easy to use especially if you are not tech savvy.
What problems is the product solving and how is that benefiting you?
The benefits to pandadoc are definitely being able to manage your workflow as well as have e-signatures
Recommendations to others considering the product:
Use PandaDoc it will make your life so much easier!
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Easy to use
What do you like best about the product?
Integrates easily with HubSpot, easy to send and edit
What do you dislike about the product?
Every customer who signs it thinks they have to sign up for an account after because it prompts them to do so
What problems is the product solving and how is that benefiting you?
Easily and efficiently getting agreements signed digitally
Recommendations to others considering the product:
Would recommend - integrates well.
Get's the job done
What do you like best about the product?
What I like best about PandaDoc is the integration with SalesForce. I also like how much it speeds deals up. Having customers able to use PandaDoc instead of mailing papers back and forth is a game-changer. I also the recent panda update that shows the new features and updates that they are working on and have pushed out to the public. Having clarity and transparency to the users is huge and really nice to see.
What do you dislike about the product?
Sometimes it is a bit choppy and I need to reload to get it to work properly. If The app hasn't been reloaded in a while the doc settings can be moved around in the document view.
What problems is the product solving and how is that benefiting you?
I am able to send quotes electronically to my prospects and customers instantly. Pandadoc really speeds up the process of getting deals done. Another problem we are solving by using Panda is creating quote templates quickly to be auto-filled by the SF integration and pushed out to customers.
Recommendations to others considering the product:
The Salesforce CRM integration is great, you are able to see all the created documents under the Account view. Panda also pulls in contacts from SalesForce which is very convenient. When adding products in the opportunity field Panda doc is able to pull from those and auto-fill the quote fields in the doc.
A good way to send and receive proposals
What do you like best about the product?
Price is not too expensive and there is a free trial. There is a web-based version as well as an IOS application. The support team is very helpful. The application has auto-reminders and allows multiple people to sign as well as signing orders which is a great feature. The templates are customizable and allow signing via mobile.
What do you dislike about the product?
The interface can be a bit confusing to figure out at first, but after a bit it is ok.
What problems is the product solving and how is that benefiting you?
Sending and receiving proposals for signature. Document and contract management.
Recommendations to others considering the product:
Great application to consider.
Easiest way of making contract or sending offer for both sides.
What do you like best about the product?
Electronic signature and user friendly document maker tools makes the work faster.
What do you dislike about the product?
Application is very slow. Preparing the doc at app is not very fast. It is not easy like web sourced. Some update should be done to application for this gap.
What problems is the product solving and how is that benefiting you?
Making contract or sending offer to clients used to take so much time and my clients were unpleasant about delay. I have solved this problem with PandaDoc. With the help of application all the process get faster.
Recommendations to others considering the product:
If you dealing with contravy stafs, you dedinetly should use PandaDoc.
Big time saver
What do you like best about the product?
Really easy to create proposals that prospects love. Once you find a successful format, it's easy to template and tailor for unique customization.
What do you dislike about the product?
Initial setup and building out your proposal templates, but it has to be done and it's worth it.
What problems is the product solving and how is that benefiting you?
Problems:
-time wasted creating proposals
-manual human errors
-poor and inconsistent proposal design
Benefits:
-efficient, elegant proposals free from error
-time wasted creating proposals
-manual human errors
-poor and inconsistent proposal design
Benefits:
-efficient, elegant proposals free from error
Recommendations to others considering the product:
Trial it and see if it's a good fit!
Get Proposals out Fast with PandaDoc
What do you like best about the product?
Templating in PandaDoc is unlike any other CPQ tool I have used before. The addition of tokens removes human error from the equation - you will no longer find yourself sending out quotes with another clients name on it due to skimming over it on your first pass.
What do you dislike about the product?
Coming from Qwilr, I do feel that personalization could be enhanced. There are quite a few customization options however it is fairly limited as compared to the personalization features with other CPQ tools.
What problems is the product solving and how is that benefiting you?
The time it takes to get a proposal out has dropped substantially after switching over to PandaDoc. It has netted me back countless hours in the proposal creation process and has a very clever UI that is easy to become familiar with.
Recommendations to others considering the product:
If your looking to cut down on the amount of time it takes to get proposals out, I would highly consider PandaDoc as a candidate.
Works but UE could be better
What do you like best about the product?
Easy to add multiple signers and to submit for approval
What do you dislike about the product?
It’s hard to build a clean document and change line items. Sometimes it requires multiple refreshes to get going
What problems is the product solving and how is that benefiting you?
Solving the need for scanned/faxed proposals
Recommendations to others considering the product:
I would recommend using this at your company
Functional, not easy
What do you like best about the product?
I love that paperwork can be completed remotely on a phone or computer.
What do you dislike about the product?
All our customers complain of PandaDoc working very slowly and being essentially nonfunctional on a mobile device.
What problems is the product solving and how is that benefiting you?
We are able to see patients more quickly as they have to finish their paperwork before coming in for appointments.
The digital signing solution I was looking for. Convenient & Intuitive
What do you like best about the product?
The platform is built intuitively with convenient tips along the way. For most of the documents I've needed to draft, PandaDoc has gotten me started with multiple templates that I can customize to my particular requirements. Each template has instructions or tips for using the template and helped with things I hadn't thought of. The redlining features are great when collaborating on a document and it lets you save unfinished work within the platform to pick up where you left off.
What do you dislike about the product?
PandaDoc has opened new possibilities for us and I can't report any issues with the platform. As a legally binding platform, I was concerned collaborating with multiple parties and allowing the access to documents in-progress, I've found PandaDoc to be completely secure and changed tracked.
What problems is the product solving and how is that benefiting you?
For creating digital documents and getting them signed digitally has changed the way we do proposals, contracts and anything the requires a signature or important docs that require tracked collaborations
The process of getting digital signatures is simple and user friendly. The field tools let you practically build any document by dragging each field into place onto the documents, so no technical skills required and great for clients.
The process of getting digital signatures is simple and user friendly. The field tools let you practically build any document by dragging each field into place onto the documents, so no technical skills required and great for clients.
Recommendations to others considering the product:
With a free trial, there's nothing to lose. I find it to be a superior products to some of the other e-signature platforms out there.
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